Gold Breaks $4,000: What’s Driving the Rally and What Comes Next

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The Pod of Gold

ABC Refinery

77 episodes

2 weeks ago

Hosts Nick Frappell and Shae Russell interview members of the ABC Refinery team and industry professionals to better understand today’s investing landscape for precious metals. ABC Refinery is Australasia’s pre-eminent independent precious metal assayer, refiner and mint. ABC Refinery is the refining division of Pallion, Australasia’s largest independent precious metal services group of companies.

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Gold Breaks $4,000: What’s Driving the Rally and What Comes Next

The Pod of Gold

10 minutes 19 seconds

1 month ago

Gold Breaks $4,000: What’s Driving the Rally and What Comes Next

In this episode of The Pod of Gold, Nicholas Frappell, Global Head of Institutional Markets at ABC Refinery, unpacks gold’s explosive surge through US $4,000/oz — a milestone that’s reshaping market sentiment and investor positioning around the world.

Recorded on Wednesday, 8 October 2025, this special short-form episode explores the macro and technical forces behind gold’s breakout and what traders should watch for next.

📈 Frappell also examines:

Why the US$4,000 mark is a psychological and technical milestone for gold investors
The macro drivers behind the rally — from fiscal dominance and rising debt pressures to shifting Fed policy
The impact of the US government shutdown on positioning data and market sentimentWhat to expect when Chinese markets reopen after the holidays
Point & Figure targets pointing toward near-term resistance at US$4,073–4,172
Ichimoku Cloud analysis and distant support levels near US$3,671 and US$3,576
How round-number psychology and short-term volatility could shape the next phase of gold’s run

🕒 Timestamps:

(00:00) – Introduction
(00:33) – Gold marches through US$4,000
(01:22) – The macro backdrop
(03:38) – Positioning & ETF inflows amid the US government shutdown
(05:38) – Technical outlook: Short-term risks and what to watch as China reopens
(06:42) – Point & Figure analysis
(07:32) – Ichimoku Cloud weekly big picture
(08:27) – Summary and what’s ahead at IMARC 2025

🔗 More Resources:

Visit: https://www.abcrefinery.com/podcast
Follow Nick Frappell: https://twitter.com/nick_frappell
Follow Shae Russell: https://twitter.com/shaearussell